Ameriprise Financial Services
46yrs
Top advisor by experience in Rockford
5yrs
Shane Stuart
Financial advisor at Cambridge Investment Research Advisors
Shane Stuart is a fiduciary financial advisor in Rockford, Illinois, with 5 years in the industry. Shane joined Cambridge Investment Research Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 508 advisors with offices in Rockford, and one of 428 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office4949 Harrison Avenue Suite 110, Rockford, IL 61108
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowCambridge Investment Research Advisors, Inc.Current firm
Contact Shane
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Shane. 4949 Harrison Avenue Suite 110Rockford, IL 61108Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Shane
Tailored to Shane’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Shane
How do I contact Shane?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Shane Stuart. Shane works from the Rockford, IL office.
How long has Shane been a financial advisor?
Shane has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Shane hold?
Series 66. Tap any license on this page to see what it allows.
Is Shane a fiduciary?
Shane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shane paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Shane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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